Post by Roland Berger

Amazon's $11.57 billion acquisition of Globalstar, reported by Reuters, is the latest signal that satellite is no longer a niche technology. It's becoming the third pillar of telecom infrastructure, right alongside fixed and mobile. 📡 And yet, most operators are still treating it as optional. Our latest article, "Satellite convergence," makes the case clearly: direct-to-cell technology and vertical integration are fundamentally reshaping connectivity, and the window for legacy operators to respond is narrowing fast. Three forces are driving this shift: · Launch costs have fallen ~80%, unlocking entirely new business models · Starlink's direct-to-cell service already connects standard smartphones, no hardware needed · The LEO satellite market is projected to hit ~$53B by 2030, growing at ~20% annually Amazon is catching up. SpaceX is pulling ahead. Traditional telecom operators are being squeezed from above — literally. The strategic question is no longer whether satellite will disrupt your business. It's whether you have a plan before someone else owns the coverage. 👉 Read our full analysis: https://lnkd.in/dHeFynFA #SatelliteConvergence #Telecom #LEO #DirectToCell #SpaceEconomy #Starlink Nicolas Teisseyre Alexis de Peretti Jawad Shaikh Source: https://lnkd.in/gqBBCMni